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Upturn AI SWOT - About
INVA 
Innoviva Inc (INVA)
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Upturn Advisory Summary
09/02/2025: INVA (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $41
1 Year Target Price $41
| 0 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 27.19% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/02/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.29B USD | Price to earnings Ratio 35.84 | 1Y Target Price 41 |
Price to earnings Ratio 35.84 | 1Y Target Price 41 | ||
Volume (30-day avg) 1 | Beta 0.39 | 52 Weeks Range 16.67 - 22.00 | Updated Date 09/1/2025 |
52 Weeks Range 16.67 - 22.00 | Updated Date 09/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.57 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-06 | When After Market | Estimate 0.5 | Actual 0.77 |
Profitability
Profit Margin 10.44% | Operating Margin (TTM) 48.61% |
Management Effectiveness
Return on Assets (TTM) 8.83% | Return on Equity (TTM) 5.6% |
Valuation
Trailing PE 35.84 | Forward PE 15.24 | Enterprise Value 1240694316 | Price to Sales(TTM) 3.48 |
Enterprise Value 1240694316 | Price to Sales(TTM) 3.48 | ||
Enterprise Value to Revenue 3.35 | Enterprise Value to EBITDA 11.12 | Shares Outstanding 63021000 | Shares Floating 57648473 |
Shares Outstanding 63021000 | Shares Floating 57648473 | ||
Percent Insiders 0.98 | Percent Institutions 128.45 |
Upturn AI SWOT
Innoviva Inc
Company Overview
History and Background
Innoviva Inc. was founded in 1996 as Theravance, Inc. and later separated its drug discovery operations from its commercialized respiratory assets. It rebranded as Innoviva in 2014. The company focuses on royalty management and strategic investments in respiratory medicines.
Core Business Areas
- Royalty Management: Innoviva receives royalties from GlaxoSmithKline (GSK) related to sales of respiratory medicines developed through a collaboration with Theravance Biopharma. This constitutes their primary revenue stream.
- Strategic Investments: Innoviva invests in and acquires companies within the biopharmaceutical sector, aiming to generate additional revenue streams and enhance shareholder value.
Leadership and Structure
Innoviva operates under a board of directors. Key leadership roles include the Chief Executive Officer and Chief Financial Officer. The structure is relatively lean, focusing on managing royalty revenues and strategic investments.
Top Products and Market Share
Key Offerings
- TRELEGY ELLIPTA (GSK Royalty): TRELEGY ELLIPTA is a once-daily triple combination inhaler (ICS/LABA/LAMA) for COPD and asthma. Innoviva receives royalties on global sales generated by GSK. Competitors include AstraZeneca's Symbicort and Breztri Aerosphere.
- ANORO ELLIPTA (GSK Royalty): ANORO ELLIPTA is a once-daily LAMA/LABA inhaler for COPD. Innoviva receives royalties on global sales generated by GSK. Competitors include Boehringer Ingelheim's Stiolto Respimat.
- RELVAR/BREO ELLIPTA (GSK Royalty): RELVAR/BREO ELLIPTA is a once-daily ICS/LABA inhaler for asthma and COPD. Innoviva receives royalties on global sales generated by GSK. Competitors include AstraZeneca's Symbicort.
Market Dynamics
Industry Overview
The respiratory drug market is characterized by high demand driven by increasing prevalence of asthma and COPD. Major players compete through innovative drug delivery systems and combination therapies.
Positioning
Innoviva is primarily a royalty-collecting entity. Its competitive advantage lies in its existing collaboration agreements with GSK and its ability to generate significant cash flow from these partnerships.
Total Addressable Market (TAM)
The global respiratory disease market is estimated to reach hundreds of billions USD. Innoviva, through its royalty streams tied to GSK's products, is well-positioned to capture a portion of this TAM. Exact figures on TAM and Innoviva positioning within TAM are complex due to the structure of the Royalty agreements.
Upturn SWOT Analysis
Strengths
- Consistent royalty revenue stream from GSK
- High profit margins due to royalty-based business model
- Strong cash flow generation
- Experienced management team
Weaknesses
- Dependence on GSK's success and product performance
- Limited control over marketing and sales of partnered products
- Vulnerability to patent expirations
- Requires continuous investment and acquisitions to generate revenue
Opportunities
- Expanding respiratory drug market
- Potential for new collaborations and partnerships
- Strategic acquisitions of complementary businesses
- Geographic expansion of partnered products
Threats
- Generic competition
- Regulatory changes impacting pricing and market access
- Adverse clinical trial results for partnered products
- Changes in GSK's strategic priorities
Competitors and Market Share
Key Competitors
- AZN
- LLY
- MRK
Competitive Landscape
Innoviva's advantage lies in its royalty-based model, providing a steady revenue stream. However, it lacks direct control over product marketing and is dependent on GSK's success. Competitors like AstraZeneca (AZN), Lilly (LLY) and Merck (MRK) have broader product portfolios and direct control over commercialization activities.
Major Acquisitions
Entasis Therapeutics
- Year: 2022
- Acquisition Price (USD millions): 113
- Strategic Rationale: Acquisition of Entasis Therapeutics aimed to expand Innoviva's portfolio with a clinical-stage antibiotic program and diversify its revenue streams beyond respiratory products.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is closely tied to the performance of GSK's respiratory products and strategic decisions made by Innoviva regarding investments and acquisitions.
Future Projections: Future projections depend on analyst estimates and company guidance. Key factors include the growth of the respiratory drug market and the success of GSK's partnered products.
Recent Initiatives: Recent initiatives may include strategic acquisitions, investments in new technologies, or efforts to diversify revenue streams.
Summary
Innoviva is a royalty management company heavily reliant on GSK's respiratory drug sales. Its financial strength lies in consistent royalty revenue and high profit margins. However, its dependence on a single partnership and vulnerability to generic competition pose risks. Strategic acquisitions are crucial for diversification, requiring careful management to ensure long-term growth. The company needs to mitigate GSK partnership risks to boost it fundamental rating.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Innoviva Inc. Investor Relations
- SEC Filings
- Analyst Reports
- GSK Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary based on the source and definition used. Financial metrics and projections are subject to change. Please consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Innoviva Inc
Exchange NASDAQ | Headquaters Burlingame, CA, United States | ||
IPO Launch date 2004-10-05 | CEO & Director Mr. Pavel Raifeld C.F.A. | ||
Sector Healthcare | Industry Biotechnology | Full time employees 127 | Website https://www.inva.com |
Full time employees 127 | Website https://www.inva.com | ||
Innoviva, Inc. engages in the development and commercialization of pharmaceutical products in the United States and internationally. The company's products include RELVAR/BREO ELLIPTA, a once-daily combination medicine consisting of a LABA, vilanterol (VI), an inhaled corticosteroid (ICS), and fluticasone furoate; ANORO ELLIPTA, a once-daily medicine combining a long-acting muscarinic antagonist (LAMA) and umeclidinium bromide (UMEC) with a LABA, VI; GIAPREZA (angiotensin II), a vasoconstrictor to increase blood pressure in adults with septic or other distributive shock; XERAVA (eravacycline), a tetracycline class antibacterial for the treatment of complicated intra-abdominal infections in adults; XACDURO, a beta lactamase inhibitor for the treatment of hospital-acquired bacterial pneumonia and ventilator-associated bacterial pneumonia; and ZEVTERA, a cephalosporin antibacterial for the treatment of adult patients with staphylococcus aureus bloodstream infections, adult patients with acute bacterial skin and skin structure infections, and adult and pediatric patients with community-acquired bacterial pneumonia. Its development pipeline includes Zoliflodacin, a late-stage product candidate, a potential single oral dose cure for the treatment of uncomplicated gonorrhea. Innoviva, Inc. has a strategic partnership with Sarissa Capital Management LP. It has long-acting beta2 agonist (LABA) collaboration agreement with Glaxo Group Limited to develop and commercialize once-daily products for the treatment of chronic obstructive pulmonary disease and asthma. The company was formerly known as Theravance, Inc. and changed its name to Innoviva, Inc. in January 2016. Innoviva, Inc. was incorporated in 1996 and is headquartered in Burlingame, California.
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